NYSE:TROX
NYSE:TROXChemicals

Tronox Holdings (TROX) Is Up 23.8% After Government-Backed Rare Earth Financing Support Letters

In early December 2025, Tronox Holdings plc reported receiving coordinated, non-binding and conditional Letters of Support/Interest from Export Finance Australia and the Export-Import Bank of the United States for up to US$600 million in limited or non-recourse financing to expand its rare earth supply chain, including mine extensions and a proposed cracking and leaching facility in Western Australia. This prospective funding aligns Tronox with the United States–Australia critical minerals...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Frontier (ULCC) Valuation Check After CEO Barry Biffle’s Large Scheduled Insider Share Sale

Frontier Group Holdings (ULCC) is back on traders radar after CEO Barry Biffle sold more than 200,000 shares under a pre-set Rule 10b5-1 plan, continuing a year of steady insider selling. See our latest analysis for Frontier Group Holdings. That selling comes as Frontier’s 30 day share price return has surged 52.77 percent and the 7 day move is up double digits, yet the one year total shareholder return is still negative at 10.65 percent. This suggests momentum is improving, but long term...
NYSE:PCG
NYSE:PCGElectric Utilities

How PG&E’s Grid Tech Pilot and Modest Dividend Hike Will Impact PG&E (PCG) Investors

PG&E Corporation recently declared its fourth-quarter 2025 regular cash dividend of US$0.05 per share, payable on January 15, 2026, to shareholders of record on December 31, 2025, while its grid subsidiary has already launched a pilot using Dynamic Line Rating and Asset Health Monitoring technologies. This technology demonstration, run with partners and the Electric Power Research Institute, aims to boost transmission capacity, resilience, and renewable integration in real time. Next, we’ll...
NYSE:TT
NYSE:TTBuilding

How Investors Are Reacting To Trane Technologies (TT) After Amazon Expands BrainBox AI Energy-Saving Rollout

In late 2025, Trane Technologies and Amazon reported that AI-powered BrainBox AI, running on AWS infrastructure, cut energy use by nearly 15% at three Amazon Grocery fulfillment centers, leading Amazon to plan rollouts across more than 30 U.S. grocery fulfillment and distribution sites and future pilots in stores. The results highlight how Trane’s acquisition of BrainBox AI positions it at the intersection of HVAC, artificial intelligence, and large-scale building decarbonization for...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

Dropbox (DBX): Reassessing Valuation After CFO Transition and Renewed AI Investment Push

Leadership shift and AI push reshape the Dropbox story Dropbox (DBX) just announced a CFO handoff from long time finance chief Tim Regan to Avalara executive Ross Tennenbaum, and tied the move directly to a bigger bet on AI tools like Dropbox Dash. See our latest analysis for Dropbox. The CFO transition and AI push come after a choppy stretch, with the 30 day share price return of minus 11.2 percent and a one year total shareholder return of minus 9.3 percent suggesting momentum has cooled...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Is It Too Late to Consider Viasat After a 300% Rebound and DCF Upside?

If you are wondering whether Viasat at around $38 is still a smart buy after its big rebound, or if you are late to the party, this breakdown is for you. The stock has climbed 8.9% in the last week and is up an eye catching 301.6% year to date, with a huge 317.8% gain over the past year that has put it firmly back on investors' radars. Behind those moves, Viasat has been in the headlines for expanding its satellite broadband footprint, securing new connectivity deals in aviation and defense,...
NYSE:ES
NYSE:ESElectric Utilities

Is A Blocked Aquarion Sale And New Board Voice Altering The Investment Case For Eversource Energy (ES)?

Eversource Energy recently held a board meeting where it approved a quarterly dividend of US$0.7525 per share and elected veteran telecom executive W. Robert “Bob” Mudge to its Board of Trustees, effective January 1, 2026, with roles on the Audit and Finance and Risk Management Committees. These governance moves come as the company reassesses its plans after Connecticut regulators blocked the more than US$2.00 billion sale of its Aquarion water utility business, a decision that directly...
NYSE:BV
NYSE:BVCommercial Services

BrightView Holdings (BV): Reassessing Valuation After a Modest One-Month Share Price Rebound

BrightView Holdings (BV) has been quietly grinding higher, with shares up about 6% over the past month even as the stock remains down sharply this year, drawing value oriented investors back in. See our latest analysis for BrightView Holdings. The latest move takes the share price to about $12.96, and while the 30 day share price return has turned positive, the year to date share price performance and one year total shareholder return still point to a name working to rebuild confidence after...
NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

ePlus (PLUS) Valuation Check as Flat Sales and Forecast Revenue Decline Test Growth Expectations

ePlus (PLUS) is back in focus after fresh analysis flagged something investors never like to see: flat sales over the past two years and a projected revenue decline that points to softer demand ahead. See our latest analysis for ePlus. Despite that softer top line outlook, the market has largely looked through the noise. A strong 90 day share price return of 26.06 percent has helped lift ePlus to 93.08 dollars and added to an impressive three year total shareholder return of 112.72 percent...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

WeRide (WRD): Assessing Valuation After Dubai Robotaxi Launch on Uber in Key Tourist Corridors

WeRide (WRD) just flipped a major switch in Dubai, with its Robotaxi service now live on the Uber app across the busy Umm Suqeim and Jumeirah tourist corridors, giving investors a clearer view of real world demand. See our latest analysis for WeRide. The Dubai rollout lands as WeRide trades around $8.92, with a roughly 10% 1 month share price return but a weak year to date share price performance and a 1 year total shareholder return still firmly negative. This suggests sentiment is cautious...